Follow-up depends on human memory
New, dormant and active leads wait because the next call or message depends on someone remembering to act.
SALES AUTOMATION SOFTWARE
Automate the sales work your CRM still leaves to people.
ZIP is sales automation software that works across your CRM, calls, email, chat and WhatsApp. Its AI agents understand each customer conversation, complete approved follow-ups and updates, and involve your team when human judgment is needed.
What ZIP changesOne connected workflow can qualify a lead, make the next contact, update the CRM and route the right opportunity—without losing customer context between steps.
01 / THE WORK
Where the current process breaks.
Point tools create disconnected automation
Sequences, diallers, bots and CRM rules may each automate a step, while customer context and ownership remain fragmented.
The CRM records work after it happens
Reps spend time entering notes, outcomes and tasks instead of progressing the customer conversation.
02 / THE ZIP WORKFLOW
How ZIP handles the job.
ZIP works across the CRM and communication channels you already use. Human sellers stay involved where judgment or a relationship matters.
1→
Connect the sales stack
Connect the CRM and the channels used for calls, email, WhatsApp, chat, calendars and meetings.
2→
Define the job and guardrails
Choose the eligible leads, timing, business rules, approved messages, escalation conditions and human handoffs.
3→
Let agents execute
ZIP qualifies, follows up, calls, sends messages, schedules meetings and writes approved outcomes back to the CRM.
4
Improve from outcomes
Review coverage, responses, qualified handoffs, conversion, quality and exceptions to improve the workflow.
03 / WHAT YOUR TEAM GETS
Work completed, with context your team can trust.
- ✓Immediate follow-up for eligible leads
- ✓Qualification across calls and WhatsApp
- ✓Contextual email and message follow-up
- ✓Outbound and inbound AI calling
- ✓Automatic CRM notes, fields and tasks
- ✓Dormant-lead reactivation
- ✓Meeting scheduling and routing
- ✓Human approval and handoff controls
- ✓Traceable workflow and outcome reporting
SalesforceHubSpotZoho CRMLeadSquaredWhatsAppVoiceEmailChat
No CRM migration required. Start with one workflow and expand after your team sees the result.
04 / WHAT CHANGES
From recording activity to completing customer work.
CapabilityTraditional approachWith ZIP
TriggerA timer or fixed field change starts a sequence.Eligibility can combine CRM status, prior conversations and approved business rules.
Customer responseReplies are reviewed separately or routed to a generic queue.An agent can interpret the response and continue, pause or hand off the workflow.
Channel continuityEmail, calls and WhatsApp run as separate automations.Each eligible interaction contributes to the same current customer context.
CRM outcomeActivity may be logged without the decision or next action.ZIP can prepare structured fields, tasks, summaries and routing outcomes.
VERIFY THE PLATFORM
Inspect the workflows behind the sales automation claim.
Use the workflow pages and deployment documentation to evaluate specific jobs rather than relying on a broad feature list.
DEPLOYMENT CONTROLS
Automation expands only inside the boundaries your team approves.
- ✓Lead eligibility, timing, suppression rules and channel permissions are defined before launch.
- ✓Approved prompts, messages and escalation paths bound what an agent can do.
- ✓Teams can require human review for sensitive customer or CRM actions.
- ✓Coverage, responses, handoffs, exceptions and outcomes can be reviewed before expansion.
05 / COMMON QUESTIONS
What teams ask before deployment.
What is sales automation software?+
Sales automation software completes repeatable work across the sales process, such as lead capture, qualification, follow-up, calling, messaging, scheduling, CRM updates and routing. Modern systems can use AI to interpret customer context as well as apply fixed rules.
What is the difference between CRM and sales automation software?+
A CRM primarily stores customer, activity and pipeline records. Sales automation software uses those records and current conversation context to execute work. ZIP can operate on top of an existing CRM while returning outcomes to the customer record.
Which sales tasks can be automated?+
Common jobs include speed-to-lead follow-up, lead qualification, reminders, dormant-lead revival, outbound calling, email and WhatsApp responses, meeting scheduling, call summaries, CRM updates and manager alerts.
Does sales automation replace salespeople?+
It should remove repetitive coverage and administration, not the moments that need trust, negotiation or judgment. ZIP uses explicit handoffs so people can focus on qualified conversations and important exceptions.
Does ZIP work with our current CRM?+
Yes. ZIP can connect to standard and custom CRM systems and to the communication channels around them. Teams can begin with one workflow before expanding.
Is sales force automation the same as Salesforce?+
Sales force automation is a general category for automating sales work. Salesforce is a specific CRM platform. ZIP supports sales automation across Salesforce and other CRM systems.
Put ZIP to work on your CRM.
Choose the sales work consuming your team’s time. ZIP connects to your existing systems and starts with a focused deployment.
Book a deployment call ↗